Global SovereignQ

Investment Objective

Excess return objectives are customizable based on investors risk tolerance. Investors can target excess return ranging from 100 to 400 basis points annually over the course of a market cycle, with corresponding 100 to 400 basis points tracking error targets.

Investment Style

Utilize a model-driven investment discipline and construct a diversified portfolio of independent alpha engines using all major global markets. Value may be added through country and currency allocation, as well as duration and yield curve positioning. Rigorous analyses are performed using proprietary quantitative models combined with professional insights and experience of the portfolio management team to determine the relative-value positions that seek to provide optimal risk/return characteristics. Risk/return is customizable without the use of financial leverage.

Investment Vehicles

Separate Account: Contact your CSE or call 1-626-844-9400
Commingled Vehicle Available

Performance as of March 31, 2017

Returns for periods greater than one year are annualized. Please see the Performance Disclosure for more information.

Historical Performance: By Calendar Year

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Strategy AUM: Total Global SovereignQ Assets:
US$5.9 million (as of March 31, 2017)
Benchmark: Citi World Government Bond Index (USD Unhedged)*
Inception Date: 01 Oct 09
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Sector Allocation

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Portfolio Characteristics

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Past performance is not indicative of future investment results, the value of any investment can fall as well as rise.
* Represented by Global SovereignQ (USD Unhedged) Composite.